Senior Associate, Platform Support

A leading fintech organization is seeking a Senior Associate, Platform Support to support enterprise-level clients on a proprietary wealth management platform.

This role will serve as a critical bridge between clients and internal teams, ensuring a seamless experience through technical support, training, and ongoing platform optimization.

Key Responsibilities

• Serve as the primary point of contact for enterprise clients
• Provide technical support via phone, email, and virtual walkthroughs
• Troubleshoot platform issues and coordinate resolution across internal teams
• Configure and manage platform settings, permissions, and workflows
• Educate clients on platform features to drive adoption and efficiency
• Build strong relationships with clients and internal stakeholders
• Act as a subject matter expert on platform functionality
  
  

Required Qualifications

• 5 years of experience in client support or client-facing roles in financial services
• Experience working with Registered Investment Advisors (RIA)
• Strong communication and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Comfort working with technology platforms and troubleshooting issues
  
  

Preferred Qualifications

• Experience with SaaS, fintech, or wealth management platforms
• Familiarity with TAMP platforms or custodians (Schwab, Fidelity, Pershing)
• Strong understanding of financial operations and account workflows
• Advanced Excel skills
  
  

Compensation & Benefits

• Base Salary: $100,000 – $120,000
• Bonus eligibility
• Benefits include medical, dental, vision, 401(k), and additional wellness offerings
  
  

Work Environment

• Hybrid work model (3 days onsite / 2 remote)
• High-touch, client-facing environment
• Fast-paced, collaborative team structure